Marshwinds Advisory’s Evergy EVRG Stock Holding History

Marshwinds Advisory’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$918K	Sell	16,178 -537	-3%	-$31K	0.49%	60
2018 Q3	$918K	Hold	16,715	–	–	0.42%	65
2018 Q2	$939K	Buy	+16,715	New	+$895K	0.44%	65

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshwinds Advisory's EVRG Position: Q4 2018 in Review

Marshwinds Advisory reduced its Evergy (EVRG) stake by 3.2% in Q4 2018, selling an estimated $31K and leaving 16,178 shares worth $918K. The position accounts for 0.49% of the portfolio, ranked #60.

Marshwinds Advisory first reported a position in EVRG in Q2 2018 and has held it in 3 quarters since. The position peaked at $939K in Q2 2018. 588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

Marshwinds Advisory held 16,178 shares of Evergy worth $918K as of Q4 2018.
Marshwinds Advisory sold 537 Evergy shares in Q4 2018, an estimated $31K.
Evergy made up 0.49% of Marshwinds Advisory's portfolio in Q4 2018, its #60 holding.
Marshwinds Advisory first reported a position in Evergy in Q2 2018 and has held it in 3 quarters since.
Marshwinds Advisory's Evergy position peaked at $939K in Q2 2018.
588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.